XOM — EXXON MOBIL CORP

Ownership history in Diversified, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Diversified, LLC reported a position in EXXON MOBIL CORP (XOM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.03% (2023 Q3)
Avg. % of fund
0.61%
First filed
2020 Q4
Last filed
2024 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 39,170 -2,791 -6.7% 0.50% $4.6M $111.41
2024 Q2 ADDED 41,961 +7,948 +23.4% 0.57% $4.8M $108.54
2024 Q1 REDUCED 34,013 -1,075 -3.1% 0.54% $4.0M $108.71
2023 Q4 ADDED 35,088 +1,439 +4.3% 0.76% $3.5M $92.64
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% of Fund (quarterly)    XOM price (monthly, adj. close)

Other funds also holding XOM

As of 2025 Q4 — sorted by position size

DOLIVER ADVISORS, LP 3Y 7Y 32.3% LUTS & GREENLEIGH GROUP, INC. 3Y 25.12% ADAMS NATURAL RESOURCES FUND, INC. 3Y 7Y 24.06% Diversified Investment Strategies, LLC 3Y 7Y 16.99% MILLER WEALTH ADVISORS, LLC 3Y 13.07% PROSPECTOR PARTNERS LLC 3Y 7Y 11.97% Solus Alternative Asset Management LP 3Y 7Y 11.89% Sunbelt Securities, Inc. 3Y 7Y 10.98% Livelsberger Financial Advisory 9.02% Holowesko Partners Ltd. 3Y 7Y 8.76%
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